LPL Financial’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

LPL Financial’s Portfolio MINO Stock Details MINO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60.8M	Buy	1,328,986 +260,663	+24%	+$11.8M	0.01%	911
2026 Q1	$48.3M	Buy	1,068,323 +135,370	+15%	+$6.17M	0.01%	936
2025 Q4	$42.3M	Buy	932,953 +351,361	+60%	+$16M	0.01%	953
2025 Q3	$26.4M	Buy	581,592 +199,616	+52%	+$8.84M	0.01%	1186
2025 Q2	$16.9M	Buy	381,976 +19,110	+5%	+$842K	0.01%	1369
2025 Q1	$16.2M	Buy	362,866 +61,715	+20%	+$2.79M	0.01%	1283
2024 Q4	$13.6M	Buy	301,151 +16,379	+6%	+$746K	0.01%	1325
2024 Q3	$13.1M	Buy	284,772 +44,134	+18%	+$2.02M	0.01%	1280
2024 Q2	$10.9M	Buy	240,638 +1,297	+0.5%	+$58.7K	0.01%	1323
2024 Q1	$10.9M	Buy	239,341 +165,326	+223%	+$7.52M	0.01%	1276
2023 Q4	$3.36M	Buy	74,015 +12,854	+21%	+$561K	﹤0.01%	1981
2023 Q3	$2.63M	Buy	61,161 +1,782	+3%	+$78.5K	﹤0.01%	2083
2023 Q2	$2.65M	Sell	59,379 -1,098	-2%	-$48.8K	﹤0.01%	2016
2023 Q1	$2.69M	Buy	60,477 +3,915	+7%	+$174K	﹤0.01%	1920
2022 Q4	$2.46M	Buy	+56,562	New	+$2.44M	﹤0.01%	1927

Other funds holding MINO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's MINO Position: Q2 2026 in Review

LPL Financial increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 24% in Q2 2026, buying an estimated $11.8M and bringing the position to 1,328,986 shares worth $60.8M. The position accounts for 0.01% of the portfolio, ranked #911.

LPL Financial first reported a position in MINO in Q4 2022 and has held it in 15 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

LPL Financial held 1,328,986 shares of PIMCO Municipal Income Opportunities Active ETF worth $60.8M as of Q2 2026.
LPL Financial bought 260,663 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $11.8M.
PIMCO Municipal Income Opportunities Active ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #911 holding.
LPL Financial first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q4 2022 and has held it in 15 quarters since.
165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.